Let your money work for you, not your financial advisor

Fee-only Services

Cline Financial is different from the large financial institutions, and our fee-only services are a big part of that difference. We grew our business by listening to clients' needs and designing distinctive, cost-effective offerings that put individual client's interests first. As a fee-only Registered Investment Advisor, we do not accept commissions or incentives, and we don't sell products.

Our clients can choose between financial planning services with an hourly fee or asset management services with a tiered fee structure. Both options offer transparent and cost-conscious pricing, so your money works harder for you.

INVESTMENT ADVISORY PRODUCTS AND SERVICES ARE OFFERED THROUGH ADVISORY REPRESENTATIVES OF CLINE FINANCIAL CONCEPTS, LLC, AN INVESTMENT ADVISORY FIRM REGISTERED WITH THE STATE OF ILLINOIS. INVESTMENT ADVISOR REPRESENTIVE ON BEHALF OF MILLER FINANCIAL PLANNING IN THE STATE OF ILLINOIS.